AI Guided. Relationship Driven.
Growth at Scale.
Spyglaz AI helps insurance and investment firms identify, prioritize, and engage the producers most likely to drive revenue.
Spyglaz AI sits on top of your existing CRM and surfaces which agents and advisors are most likely to grow, which relationships are at risk, and where targeted engagement will move the needle.
Legacy CRMs track contacts. Spyglaz tracks potential.
Your CRM tells you who exists in your database. Spyglaz tells you who matters most, and exactly how to engage them.
Predict
Surface the producers most likely to accelerate revenue or emerge as future top performers, before your competitors act on them.
Prioritize
Focus your field team's time on the relationships with the highest growth potential instead of spreading resources thin.
Engage
Generate targeted outreach that strengthens producer relationships, reduces churn, and drives measurable premium growth.
Results that speak for themselves
Validated through multi-year enterprise deployment. Not a sandbox.
The window is now
Insurance and investment firms are managing thousands of producer relationships with almost no visibility into future behavior or growth trajectory. The result: revenue left behind, relationships lost quietly, and field resources deployed against the wrong priorities. Spyglaz closes that gap.
See how it worksCommon questions
What does Spyglaz AI do?
Spyglaz AI helps insurance and investment firms identify, prioritize, and engage the producers most likely to drive revenue growth.
Who are producers?
Producers are insurance agents and financial advisors who sell insurance and investment products.
How is Spyglaz different from a traditional CRM?
A CRM records what already happened. Spyglaz tells you what to do next, identifying which producers are going to grow, who is at risk of leaving, and who your team should be talking to right now.
How does Spyglaz improve outreach?
Every message Spyglaz generates is optimized for success. We analyze each producer's email opens, clicks, event attendance, portal behavior, and response history to craft outreach that is most likely to get a response and drive future revenue growth.
What types of firms is Spyglaz built for?
Spyglaz is built for enterprise distribution teams in life insurance, annuities, and investment distribution.